Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Seattle, WA
CIK
0001510434
Alternate names
Empirical Financial Services, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 498 3,010,836 VCSH, VTIP, MTUM, AAPL 13F-HR 2/6/2024 000108514624000782
Q3 2023 465 2,553,286 VCSH, VTIP, MTUM, AAPL 13F-HR 11/2/2023 000108514623004048
Q2 2023 460 2,485,480 VCSH, VTIP, MTUM, VCIT 13F-HR 8/11/2023 000108514623003291
Q1 2023 463 2,305,876 VCSH, VTIP, MTUM, VCIT 13F-HR 5/9/2023 000108514623002163
Q4 2022 459 2,123,126 VCSH, VTIP, MTUM, VCIT 13F-HR 2/7/2023 000108514623000761
Q3 2022 467 1,908,402 VCSH, VTIP, VCIT, MTUM 13F-HR 11/2/2022 000108514622003729
Q2 2022 463 1,905,522 VCSH, VTIP, VCIT, MTUM 13F-HR 8/1/2022 000108514622002704
Q1 2022 493 2,005,655 VCSH, VTIP, VCIT, MTUM 13F-HR 5/13/2022 000108514622002064
Q4 2021 517 2,002,919 VCSH, VTIP, VCIT, IEMG 13F-HR 2/14/2022 000108514622000924
Q3 2021 451 1,755,771 VCSH, VTIP, VCIT, IEMG 13F-HR 11/2/2021 000108514621002972
Q2 2021 443 1,651,114 VCSH, VTIP, VCIT, IEMG 13F-HR 8/11/2021 000108514621002385
Q1 2021 393 1,248,438 VCSH, VTIP, VCIT, VGSH 13F-HR 5/17/2021 000108514621001759
Q4 2020 381 1,311,797 VCSH, VTIP, VCIT, VGSH 13F-HR 2/12/2021 000108514621000680
Q3 2020 345 1,170,549 VCSH, VTIP, VCIT, VGSH 13F-HR 11/12/2020 000108514620002871
Q2 2020 331 1,072,233 VCSH, VTIP, VCIT, VGSH 13F-HR 8/12/2020 000108514620002157
Q1 2020 320 914,842 VCSH, VTIP, VCIT, VGSH 13F-HR 5/11/2020 000108514620001405
Q4 2019 329 910,045 VCSH, VCIT, VTIP, IEMG 13F-HR 2/13/2020 000108514620000648
Q3 2019 286 825,871 VCSH, VCIT, VTIP, SHY 13F-HR 11/13/2019 000108514619002893
Q2 2019 267 767,706 VCSH, VCIT, VTIP, SHY 13F-HR 8/12/2019 000108514619002200
Q1 2019 235 687,347 VCSH, VCIT, VTIP, SHY 13F-HR 5/13/2019 000108514619001450
Q4 2018 200 588,742 VCSH, VCIT, VTIP, SHY 13F-HR 2/13/2019 000108514619000614
Q3 2018 214 564,172 VCSH, VCIT, VTIP, SHY 13F-HR 11/13/2018 000108514618002576
Q2 2018 185 534,077 VCSH, VCIT, VTIP, SHY 13F-HR 8/13/2018 000108514618002007
Q1 2018 171 506,019 VCSH, VCIT, VTIP, SHY RESTATEMENT 5/14/2018 000108514618001421
Q4 2017 151 466,318 VCSH, VCIT, VTIP, SHY 13F-HR 2/12/2018 000108514618000559
Q3 2017 139 433,351 VCSH, VCIT, VTIP, SHY 13F-HR 11/13/2017 000108514617002278
Q2 2017 130 410,813 VCSH, VCIT, VTIP, SHY 13F-HR 8/10/2017 000108514617001706
Q1 2017 129 401,292 VCSH, VCIT, VTIP, SHY 13F-HR 5/12/2017 000108514617001240
Q4 2016 123 407,432 VCSH, VCIT, VTIP, SHY 13F-HR 2/8/2017 000108514617000340
Q3 2016 109 382,911 VCSH, VCIT, VTIP, SHY 13F-HR 11/4/2016 000108514616004622
Q2 2016 107 380,766 VCSH, VCIT, VTIP, SHY 13F-HR 8/1/2016 000108514616004093
Q1 2016 104 413,469 VCSH, VCIT, VTIP, SCHX 13F-HR 4/21/2016 000108514616003500
Q4 2015 104 411,018 VCSH, VCIT, SCHX, VTIP 13F-HR 1/26/2016 000108514616002664
Q3 2015 112 423,630 VCSH, VCIT, SCHX, VTIP 13F-HR 10/22/2015 000108514615002055
Q2 2015 113 430,274 VCSH, VCIT, SCHX, VTIP 13F-HR 8/6/2015 000108514615001598
Q1 2015 99 416,960 VCSH, VCIT, SCHX, SHY 13F-HR 5/7/2015 000108514615001061
Q4 2014 100 409,413 VCSH, VCIT, SCHX, SHY 13F-HR 2/10/2015 000108514615000310
Q3 2014 104 413,479 VCSH, VCIT, SCHX, SHY 13F-HR 11/12/2014 000108514614002171
Q2 2014 101 403,389 VCSH, VCIT, SCHX, SCHP 13F-HR 7/17/2014 000108514614001350
Q1 2014 98 379,736 VCSH, VCIT, SCHX, TUZ 13F-HR 5/6/2014 000108514614000971
Q4 2013 93 353,641 VCSH, VCIT, TUZ, SCHX 13F-HR 1/24/2014 000108514614000142
Additional filings from Empirical Financial Services, LLC d.b.a. Empirical Wealth Management that have since been restated